Pinnacle Family Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Pinnacle Family Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.62M	Buy	27,666 +14,996	+118%	+$1.45M	1.23%	21
2025 Q4	$1.15M	Buy	+12,670	New	+$1.14M	0.51%	41
2025 Q1	–	Sell	-35,231	Closed	-$3.07M	–	123
2024 Q4	$3.07M	Buy	35,231 +14,777	+72%	+$1.32M	1.49%	18
2024 Q3	$1.78M	Buy	+20,454	New	+$1.71M	0.92%	28
2024 Q2	–	Sell	-15,228	Closed	-$1.26M	–	122
2024 Q1	$1.26M	Buy	+15,228	New	+$1.22M	0.67%	33
2023 Q1	–	Sell	-23,987	Closed	-$1.78M	–	109
2022 Q4	$1.78M	Sell	23,987 -1,354	-5%	-$102K	1.27%	17
2022 Q3	$1.7M	Sell	25,341 -1,682	-6%	-$127K	1.47%	17
2022 Q2	$1.96M	Buy	+27,023	New	+$2.11M	1.6%	14
2018 Q4	–	Sell	-34,587	Closed	-$2.36M	–	73
2018 Q3	$2.36M	Buy	34,587 +20,948	+154%	+$1.45M	1.25%	22
2018 Q2	$911K	Sell	13,639 -9,635	-41%	-$630K	0.48%	37
2018 Q1	$1.44M	Buy	23,274 +7,980	+52%	+$502K	0.82%	24
2017 Q4	$961K	Buy	+15,294	New	+$975K	0.44%	43
2017 Q2	–	Sell	-25,868	Closed	-$1.53M	–	82
2017 Q1	$1.53M	Buy	25,868 +5,134	+25%	+$304K	0.94%	23
2016 Q4	$1.23M	Buy	+20,734	New	+$1.16M	0.75%	33

Other funds holding SLYV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pinnacle Family Advisors's SLYV Position: Q1 2026 in Review

Pinnacle Family Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 118% in Q1 2026, buying an estimated $1.45M and bringing the position to 27,666 shares worth $2.62M. The position accounts for 1.23% of the portfolio, ranked #21.

Pinnacle Family Advisors first reported a position in SLYV in Q4 2016 and has held it in 14 quarters since. The position peaked at $3.07M in Q4 2024. 595 funds tracked by Wall St. Rank hold SLYV as of Q1 2026.

Pinnacle Family Advisors held 27,666 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2.62M as of Q1 2026.
Pinnacle Family Advisors bought 14,996 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2026, an estimated $1.45M.
State Street SPDR S&P 600 Small Cap Value ETF made up 1.23% of Pinnacle Family Advisors's portfolio in Q1 2026, its #21 holding.
Pinnacle Family Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2016 and has held it in 14 quarters since.
Pinnacle Family Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.07M in Q4 2024.
595 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.